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Personal Finance & Loans · Savings & Investment Planning

Finance Investment Template

Track and analyze investment portfolio performance with ROI calculations and asset valuations.

A comprehensive investment tracking template that monitors individual investments across multiple asset classes. Features include investment details (date, type, company/asset), current valuations, return on investment calculations, and portfolio summary metrics. The template uses conditional logic to calculate cumulative returns and average performance metrics, helping investors evaluate portfolio allocation and performance across stocks, bonds, real estate, and other investment vehicles.

What's inside

  • Investment log with date and asset details
  • Current value vs. invested amount tracking
  • ROI and return percentage calculations
  • Average return analysis across portfolio
  • Investment type and company/asset categorization
  • Portfolio summary metrics (total invested, current value)
  • Conditional formulas for dynamic calculations
#investment tracking#portfolio management#ROI calculation#asset valuation#investment analysis

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.xlsx · 2 sheets · included with lifetime access

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